As a reputable Financial Planning firm, they are looking to grow their existing team of administrative professionals who support their team of Advisers.
This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear career development plan. Whether you aim to progress towards becoming a Client Consultant or deepen your expertise as an Employee Benefits Administrator, my client will support your ambitions every step of the way.
You’ll be:
Working on a portfolio of corporate clients within my clients Employee Benefits Team, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes.
Your role will involve:
* You will assist with the preparation of reports, market reviews, and provider research in advance of client meetings.
* You will support my clients Consultants/Advisers by ensuring all documentation and reports are complete and accurate.
* You will complete post-meeting follow-ups, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments.
* You will maintain and update client records and scheme administration systems, ensuring data integrity and compliance with regulatory standards.
* You will recommend and implement improvements to internal systems and processes to enhance client service delivery.
* You will organise and supporting every client interaction efficiently and professionally, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review.
About you:
* Ideally, you will already have or be willing to study towards a relevant Employee Benefits or Financial Planning qualification (such as CII’s R0 exams or Group Risk specific qualifications).
* You will have at least 2 years’ experience in a Financial Services administration role—preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes.
* A strong understanding of the financial services market and regulatory environment, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential.
Training & Development:
* You’ll receive structured training, combining on-the-job learning with private study and professional qualifications.
* We’ll support your technical growth while also developing your professional and client-facing skills.
Benefits
My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay.
My client provide training support to undertake professional qualifications for further promotional prospects
This role will be based in my clients newly refurbished office in the heart of Norwich.
Flexible working opportunities.
25 days holiday
Death in Service 3 x Salary
Annual pay review (April)
Discretionary annual group bonus
Social events
Salary description
£25000.00 - £30000.00 per year